This article will guide you through the features and functionalities of the new Billings Plan Page, where you can centrally manage and view all your subscription plans across different products. Here's what you can expect to find and do on this page:
Overview
On the Billings Plan page, you'll now see all your plans categorized by product, making it easier to manage and track your subscriptions. The product categories include:
Loyalty & Engagement
Redeemables
Reserve
SMS & Call
For each plan, you'll find a summary of key details, including:
Usage Fees: A breakdown of utility fees associated with each plan.
Next Billing Date: The upcoming date when your payment is due.
Billing Cycle: The frequency of your billing (e.g., monthly).
Usage Aggregation: Indicates whether your usage is billed by brand or store.
Key Features and How to Use Them
1. Plan Management
Manage your plans and billing by going to Account > Billings > Plans in the Dashboard. Here, you can view and modify your current subscriptions, along with your billing options.
a. Add New Plan
1. Click Add Plans.
2. Click Subscribe under your chosen plan.
3. Select a billing account (new or existing) and click Next.
4. Select a Payment method and click Subscribe > Continue after the confirmation message.
b. How to Change Plan
Under the relevant Plan, click Manage.
2. Select Change Plan.
3. Choose your preferred plan and click Subscribe.
4. Specify whether the change should take effect immediately or next month
Note:
Start Immediately: The current month's usage will be billed under the new plan, and the existing plan will be terminated right away.
Start Next Month: The current month's usage will be billed based on the existing plan, which will conclude at the end of the month and will be replaced by the new plan selected.
5. Click Change to confirm.
c. How to Cancel Existing Plan
Locate the plan you want to cancel and click Manage.
Click the three dots beside Change of Plan.
Select Cancel Plan > Terminate Plan to proceed.
Note: The plan will be canceled but will remain active until the end of the current billing period.
2. Billing Management
a. How to Add a New Billing Account
Under your existing plan, click Manage.
Select Add Billing Account.
Choose New Billing Account.
Fill out the billing account details and click Next.
Select a payment method and click Subscribe.
Click Continue to finalise the process.
Note: By default, no store will be associated with the new billing account. To associate a store, click Manage on the billing account, link your preferred store and click "Save".
b. How to Split Invoices by Store
(Recommended for merchants with multiple franchisees that need to bill separate entities.)
Under the preferred plan, click Manage.
Select Add Billing Account.
Choose an Existing Billing Account and click Next.
Select a payment method and click Subscribe.
The existing billing account, along with its associated stores, will be displayed on the Plans page.
c. How to Change Your Payment Method
(Recommended payment method: debit or credit card if you’re using Reserve (non-paid tickets) or Redeemables only.)
Find the plan for which you want to change the payment method and click Manage.
Select Edit Payment Method.
Click on Payout: Default.
Choose your preferred Payment Method.
Click Save.
d. View Billing Accounts Associated with the Product
From the Plans page, locate the plan you want to check and click Manage.
The Plan Details page will open. Scroll down to view the subscribed Billing Accounts.
e. Add an Additional Email Address as an Invoice Recipient
Under your preferred plan, click Manage.
Click the pencil icon next to the Billing emails are sent to section.
In the "Additional emails" field, enter a new email address and press Enter. You can repeat this process to add multiple email addresses.
4. Once you've added all the emails, click Save
The newly added email will now appear under the Billing emails are sent to list.
Note: This page allows you to add additional recipients, but you cannot modify the primary email address linked to the billing account from here.
Need Help?
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